Connecting the dots

Picking up from Friday's update: 

Israel attacks Iran as expected. Energy trade confirmed! 

and the one before that; where I identified the massive influx of money flooding into the defense sector 

See:  Mysterious Market Action Revealed Iran/ Russia Gold Oil Defense Contractors

$TA125 (Tel Aviv 125 Index) Gold (miners), & Defense contractors are marching in lockstep...

 

 I forgot to include the recent highs we just saw in Crypto markets! 

 And now you know why certain markets have been out-performing every other market!

Connecting the dots:  

At first, I thought the ridiculous run in Gold had something to do with Trump, or the attempted Trump assassinations, or that the market actually believed that inflation was still a thing, but more than a year later, it all makes sense. 

Next let's compare the recent $VIX action to that of the so-called Trump tariff "uncertainty".  

There really is no comparison... 

The $VIX had no problem breaking out above the 50 day moving average, as the Trump tariffs story unfolded. 

The $VIX remains contained as Israel ramps up their assault on Iran  

 $VIX dcs chart  

It could be that the powers that be are slow-walking a market correction, but I suspect that we're about to see a deal struck between the White House, and Iran. Was this the desired outcome? Probably    

Why else would Israel wait until just days before a meeting is scheduled between the US & Iran? 

You also see the lame stream media going out of its way to explain that the US had no involvement... 

They must think the American people are as stupid as the Iranians lol  

Take care, AA 

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